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  2. KALEIDA HEALTH CORPORATE BENEFITS
Sponsor portfolioTH

KALEIDA HEALTH CORPORATE BENEFITS

EIN 16-1533232-hospital & health care-Latest filing 2024
Plans
5
Retirement
4
$1.72B assets
Welfare
1
$4.1M premiums
Participants
40,892
100 HIGH STREET, BOX 209 - BUFFALO, NY 14203716-859-8000kaleidahealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
5 filings
#001CashBalance-$851.8M - 10,654 part#020403b-$723.5M - 11,638 part#021401k-$140.7M - 10,234 part#005403b-$382K - 15 part#520Mixed-$4.1M - 8,351 lives

Retirement portfolio analytics

4 plans aggregated / $1.72B assets / 32,541 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • PENSION GROWTH PLAN (#001)50%
  • SAVINGS INVESTMENT 403(B) (#020)42%
  • SAVINGS/INVESTMENT (401(K)) PL... (#021)8%
  • CENTER RETIREMENT PLAN (#005)0%
Total $1.72BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS INVESTMENT 403(B) (#020)11,638
  • PENSION GROWTH PLAN (#001)10,654
  • SAVINGS/INVESTMENT (401(K)) PL... (#021)10,234
  • CENTER RETIREMENT PLAN (#005)15
Total 32,541Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 8,351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.1M
  • Life$4.0M
  • Long-term disability$4.0M
Total $4.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA96%
  • ESI EMPLOYEE ASSISTANCE GROUP3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LAWLEY BENEFITS GROUP LLC99%
  • WILLIS TOWERS WATSON US LLC1%
Total $277K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KALEIDA HEALTH PENSION GROWTH PLAN

CashBalance

Assets$851.8M
Participants10,654
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

KALEIDA HEALTH SAVINGS INVESTMENT 403(B) PLAN

403b

Assets$723.5M
Participants11,638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

KALEIDA HEALTH SAVINGS/INVESTMENT (401(K)) PLAN

401k

Assets$140.7M
Participants10,234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

WATERFRONT HEALTH CARE CENTER RETIREMENT PLAN

403b

Assets$382K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

KALEIDA HEALTH YOUR SPECTRUM OF CHOICES BENEFIT PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$4.1M
Covered lives8,351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001KALEIDA HEALTH PENSION GROWTH PLANCashBalance$851.8M10,6542024
020KALEIDA HEALTH SAVINGS INVESTMENT 403(B) PLAN403b$723.5M11,6382024
021KALEIDA HEALTH SAVINGS/INVESTMENT (401(K)) PLAN401k$140.7M10,2342024
005WATERFRONT HEALTH CARE CENTER RETIREMENT PLAN403b$382K152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520KALEIDA HEALTH YOUR SPECTRUM OF CHOICES BENEFIT PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY$4.1M8,3512024
Retirement plans
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